Taxable Portfolio Update: $267,538

As my portfolio increases, I’ve stopped paying enough attention to how it’s actually performing. My current taxable portfolio ($267.5k) is detailed below. I have about the same amount in my retirement portfolio, which I’ll cover in another post.

Note, a few stocks are listed twice because I’ve purchased them in two different accounts. My taxable stock accounts include FolioFirst (formerly Loyal3), Robinhood, Sharebuilder and Vanguard.

I wish I had a better understanding of how my portfolio is performing year over year, but I’ve failed to track this correctly. The data mostly exists in the accounts still, but requires a lot of math and patience, neither of which are talents of mine. My Sharebuilder portfolio hasn’t been touched for a while (no new investments) whereas the others I’ve actively invested in over the last two years.

This portfolio is clearly light on international investments. I do have a few international funds in my retirement portfolio, so overall it balances out. I probably should increase my international investment in my taxable accounts too.

Do u know what kind of non technical jobs in the tech industries are available that allow remote work? Presuming they are 100% contract gig basis. I’m thinking maybe a writer or a ui ux designer or a community manager or social media coordinator? Any others for those with no codibg knowledge?

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About Me

The anti-minimalist: I'm the absolute worst with money. I have a shopping addiction. That's exactly why this blog exists. HECC is not a typical personal finance blog. I started it in 2007 to hold myself accountable for binge spending, a dropping networth, and lack of overall fiscal literacy. 10 years later, had achieved a networth of over $500k. Now my goal is to hit $1M by 40. Recently married and with my first kid on the way, things are about to get... interesting. I write about the intersection of mental health and money, spending & investing, and millennial personal finance.